Client stories

Retirement should be something we all look forward to. At StatePlus, helping people to live generously in retirement is what we strive for every day.

Fred & Marian’s retirement

We work with you

For over 25 years, we’ve helped thousands of clients in the public sector successfully plan for their retirement. Here’s a look at a handful of the people we have gotten to know. Together, we have set retirement goals, created saving and investment strategies, and made a real difference in their lives.

Greg’s early retirement

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Retirement is not about retiring from life but opens up a whole lot of other opportunities.

Greg Lansom, StatePlus client

Nalini: “You have to invest in yourself”

Advice makes a difference to your life

Research* shows that people who get financial advice feel more confident about meeting their retirement goals when compared with those who don’t.

Caroline is excitedly preparing for an active retirement. Watch the video and see how she's getting ready for travel, charity work and fewer emails!

Talk to us today

In our experience clients breathe a sigh of relief after talking to a StatePlus planner – and the numbers back us up. Our clients have given us a 96% satisfaction score, one of the highest of any financial company in the world. (StatePlus TNS Client Service Survey RYQ2 2017 Report.)